Khaos Control Cloud Setup Guide - System Data - Address Types

Khaos Control Cloud Setup Guide - System Data - Address Types

Overview

This page is intended to compliment the training you undertake to help you set up your Khaos Control Cloud for your business.
The Help menu is also available by clicking on the yellow question mark button in the top right of your screen or selecting Help from the navigation bar within any screen in the system. It’s context-sensitive and will display relevant information depending on where you are within Khaos Control Cloud (KCC). The information includes:
  1. A description of the main page you are using.
  2. Information on the fields within the current screen.
  3. A list of related videos which will guide you through important tasks related to the screen that you are on.

System Data

System Data is found under System Setup from the left navigation bar.
System Data is a list of items that the rest of the system uses in its various screens to function. This is the area allows you to set-up your key central data, such as Customer Types, Tax Rates, Currency Conversions, Stock Types, etc. To enter any of the areas within the System Data grid double click its line.
  1. From within any area of system data you can enter edit mode via the green Edit button at the top of the screen.
  2. The information within system data can be changed at any time however once it has been used it can no longer be deleted.
  3. Save any changes using the Save Screen button in the top right.

Address Types

These are the address types that will populate the drop-down selection in the customer or supplier record. The default address types are delivery, invoice, statement and other. You can add other address types here as required and these will also appear in the drop-down.

Adding an Address Type

To add an Address Type:
  1. Click the Edit button.
  2. Click the + New button.
  3. Enter the description of your new Address Type.
  4. Repeat steps 2 & 3 as required for additional Address Types.
  5. When finished click the Save Screen button.
The video below explains how to do this.

Editing an Address Type

To edit an Address Type:
  1. Click the Edit button.
  2. Change the details of the Address Type(s) as required.
  3. When finished editing, click the Save Screen button.

Deleting an Address Type

To delete an Address Type:
  1. Click the Edit button.
  2. Green select the Address Type(s) you wish to delete.
    1. It is not possible to delete the default Address Types.
  3. Click the - Del button.
  4. When finished deleting click the Save Screen button.